Filed September 21, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 02-0488491 | Loan Processing | $28,850 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,656 | $94,339-31.5% | $75,670-14.6% | $177,276-63.5% |
| Participation rate | 79.6% | 80.3%-0.7pp | 72.3%+7.2pp | 74.8%+4.7pp |
| Annual return | 23.80% | 18.58%+5.2pp | 27.34%-3.5pp | 21.25%+2.5pp |
| Employer contribution / active EE | $1,469 | $2,982-50.7% | $2,352-37.5% | $2,479-40.7% |
| Participant deferral / active EE | $3,378 | $3,974-15.0% | $3,142+7.5% | $3,881-13.0% |
| Admin fee / account holder | $6 | $53-87.8% | $5,800-99.9% | $154-95.8% |